customizing bcm for Brazil... issues

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robinbuzios

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Outlook version
Outlook 2007
Email Account
POP3
I'm from the US and starting a company in Brazil, and want to use BCM 2007 integrated with Office Accounting 2009 since it covers all my CRM and accounting needs at least for now. I need to customize it, however, to adapt to some of the quirks down here. My two issues are the following, and I've been trying to resolve them for 2 days now and can't find the info I'm looking for, or I'm not looking in the right place.

Issue 1:

When I import data from a csv file, I lose any special characters. Specifically, the tax ID numbers down here are in the following format:

06.267.641/0001-93 and also 77.726.225



<col width="346"><tbody>

</tbody>

I've created the custom fields as data type "text" and enter the data ok. I can also export the data ok to another csv file. It's only when I import that I get a bad result. The data type options when creating a custom field doesn't give an option for "general" format so that I can import the data as alphanumeric with symbols. Just for kicks I imported this data into a standard address field and it show up fine! I've tried all available data format types but nothing works. Is there a workaround for this?

Issue 2:

All addresses in Brazil have an extra line for "bairro" or "neighborhood". I can create it ok in the account form, but when I export it merges all the data into one line, so that when I reimport the data it shows up on one line as well. How can I manipulate the data within excel, then reimport it so that the address shows up like it's supposed to? I've tried to find an option for "address line 1" and "address line 2", but no luck. I'd like to keep the "bairro" data in it's own field so that I can access customers in the database based on the "bairro field"

I would think that these issues should be easy to resolve, but I'm pretty new to BCM and driving myself crazy trying to make it do what I want it to do! Any help is greatly appreciated.
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
Not sure this will work for #1 - but in excel you can force general format by adding a leading ' (apostrophe). Otherwise, enter them in number only format and create a custom format for the field. (Haven't tried this in BCM so it might not work - it works with sql though, so its possible.)




How are you entering the line break for the address?
 
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